Freedman Financial Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,004
| Closed | -$467K | – | 220 |
|
|
2022
Q1 | $467K | Buy |
6,004
+2
| +0% | +$156 | 0.32% | 40 |
|
|
2021
Q4 | $502K | Buy |
6,002
+2
| +0% | +$167 | 0.34% | 35 |
|
|
2021
Q3 | $443K | Buy |
6,000
+2
| +0% | +$148 | 0.32% | 36 |
|
|
2021
Q2 | $436K | Buy |
5,998
+4,482
| +296% | +$326K | 0.33% | 37 |
|
|
2021
Q1 | $99K | Buy |
1,516
+3
| +0.2% | +$196 | 0.08% | 104 |
|
|
2020
Q4 | $97K | Buy |
+1,513
| New | +$97K | 0.09% | 99 |
|